Foundation Wealth Management (Missouri)’s iShares North American Natural Resources ETF IGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,245
| Closed | -$238K | – | 45 |
|
|
2025
Q1 | $238K | Buy |
5,245
+114
| +2% | +$5.18K | 0.19% | 40 |
|
|
2024
Q4 | $219K | Buy |
5,131
+125
| +2% | +$5.34K | 0.17% | 42 |
|
|
2024
Q3 | $221K | Hold |
5,006
| – | – | 0.17% | 40 |
|
|
2024
Q2 | $220K | Hold |
5,006
| – | – | 0.17% | 42 |
|
|
2024
Q1 | $225K | Hold |
5,006
| – | – | 0.18% | 35 |
|
|
2023
Q4 | $204K | Buy |
+5,006
| New | +$204K | 0.18% | 35 |
|